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Financial services firms want to support their customers’ financial well-being, yet they often miss the tools to understand their customers’ financial resilience and mindset. This webinar presents the four financial well-being segments. Financial services executives can map their firm’s own customers to the four profiles and thus gain insight into their financial attitudes, behaviors, and interest in or use of specific personal financial management tools, services, or advice.
Key takeaways:
Target audience level: all levels
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This report uses data from Forrester Analytics Consumer Technographics® surveys to define four consumer segments and ascertain their attitudes and behaviors relating to personal finances.
This report provides an overview of essential Forrester research (consumer segmentation, best practices, trends analysis, and vendor selection) on financial well-being.
Building effective cross-functional relationships can be the difference between a successful customer experience (CX) transformation and one that struggles. Join us as we walk through a new series of tools that CX pros can use to collaborate with stakeholders.Key takeaways: Identify key influencers around the organization to collaborate with.Lear how tp align CX value with the organizational outcomes your influencers care about.Explore how to build an approach plan to engage influencers to amplify and accelerate CX impact in the organization.Target audience level: all levels
CRM is a critical piece of technology infrastructure that underpins a firm’s ability to deliver next-generation financial services. It connects organizational silos to drive customer and business value. CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes CRM an indispensable tool for financial services firms aiming to enhance customer experiences, streamline operations, and drive growth.Despite the benefits, we often hear that financial services firms struggle to justify the investment in CRM modernization, and firms that have done so say that they’re struggling to extract value. This makes it more important than ever to choose the right vendor. But the financial services CRM market is bifurcating, making vendor choice even harder.Key takeaways: Understand the financial services CRM market, key vendors, and common financial services use cases.Learn how AI (predictive, generative, and agentic) is transforming CRM and what it means for financial services firms.Uncover the mistakes that are leading to the underutilization of CRM by financial services firms.Identify the key considerations that should inform financial services firms’ CRM purchasing decision.Target audience level: intermediate and advanced
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